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Vulcan Value Partners, LLC: TDG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vulcan Value Partners, LLC on TDG, newest first. How the timeline and the estimate are built.

Vulcan Value Partners, LLC held 170,429 TDG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,429 shares
    Change vs previous 13F -13,799 shares

    6.91% of the 13F portfolio, value $227,018,245.

    13F-HR 0001556785-26-000016 filed by Vulcan Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 184,228 shares
    Change vs previous 13F -56,392 shares

    5.66% of the 13F portfolio, value $213,512,883.

    13F-HR 0001556785-26-000008 filed by Vulcan Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 240,620 shares
    Change vs previous 13F -9,023 shares

    5.77% of the 13F portfolio, value $320,028,000.

    13F-HR 0001556785-26-000004 filed by Vulcan Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 249,643 shares
    Change vs previous 13F +18,048 shares

    5.96% of the 13F portfolio, value $328,976,562.

    13F-HR 0001556785-25-000034 filed by Vulcan Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 231,595 shares
    Change vs previous 13F -17,431 shares

    6.36% of the 13F portfolio, value $361,014,620.

    13F-HR 0001556785-25-000025 filed by Vulcan Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 249,026 shares
    Change vs previous 13F +13,286 shares

    6.47% of the 13F portfolio, value $344,543,060.

    13F-HR 0001556785-25-000022 filed by Vulcan Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 235,740 shares
    Change vs previous 13F +40,624 shares

    5% of the 13F portfolio, value $298,681,017.

    13F-HR 0001556785-25-000002 filed by Vulcan Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 195,116 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $278,455,887.

    13F-HR 0001556785-24-000020 filed by Vulcan Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).